Join us for an inspiring conversation on how financial advisors can amplify their charitable impact—together.
In this special session, Michael Goldman shares his experience with giving circles, a collaborative model that brings like-minded advisors together to pool resources, share values, and make a greater difference in the causes they care about. Tom Dickson will join Michael to discuss plans for enlisting Financial Experts supporters to join The Financial Advisors for Good circle so we can amplify the impact of our charitable efforts by working together.
You’ll learn:
✅ What giving circles are and how they work
✅ The unique role financial advisors can play in shaping them
✅ How joining (or starting) one can deepen client relationships and professional fulfillment
✅ Real-world insights from the launch of Financial Advisors for Good
If you're passionate about purposeful giving—and want to do more than write a check—this webinar is for you.
Prior to joining EP Wealth Advisors in 2024, Michael was founder and executive director of Gather Financial® Planning, a boutique firm focused on providing life-centered financial advice.
Since 2009, Michael also has been actively involved in philanthropy, serving on the board of a charitable foundation and facilitating several giving circles.